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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1976
SP Asset Management
California
$554K +$987 +3 +0.2%
SMA
1977
Sage Mountain Advisors
Georgia
$552K +$189K +575 +57%
SG
1978
Stonnington Group
California
$551K – – –
EFG
1979
Ethos Financial Group
Pennsylvania
$548K +$519K +1,576 New
WA
1980
WESPAC Advisors
California
$548K -$83.6K -254 -14%
BMC
1981
Beaton Management Company
Massachusetts
$547K – – –
MAM
1982
Madison Asset Management
Wisconsin
$547K +$29.6K +90 +6%
DOA
1983
D'Orazio & Associates
Virginia
$547K +$95.8K +291 +23%
LJAC
1984
L.J. Altfest & Co
New York
$546K -$3.62K -11 -0.7%
KI
1985
Keystone Investors
Singapore
$545K +$515K +1,566 New
QFA
1986
Quantum Financial Advisors
California
$544K +$4.94K +15 +1%
SWRP
1987
Summit Wealth & Retirement Planning
California
$544K +$11.5K +35 +2%
CWA
1988
Consilio Wealth Advisors
Washington
$544K +$113K +342 +28%
MIC
1989
Means Investment Company
Maine
$543K -$4.28K -13 -0.8%
WB
1990
Webster Bank
Connecticut
$543K – – –
RP
1991
Riverwater Partners
Wisconsin
$541K – – –
CFG
1992
Cooper Financial Group
California
$539K +$13.8K +42 +3%
SW
1993
SteelPeak Wealth
California
$538K -$244K -741 -32%
WDG
1994
Wealth Dimensions Group
Ohio
$537K -$6.58K -20 -1%
MA
1995
MJP Associates
Connecticut
$537K +$26.7K +81 +6%
F
1996
Fithian
New York
$536K +$507K +1,540 New
ICM
1997
Islay Capital Management
Texas
$535K – – –
BCM
1998
Brooktree Capital Management
Michigan
$535K -$153K -464 -23%
HFM
1999
Hartford Funds Management
Pennsylvania
$533K +$147K +447 +41%
WCM
2000
Wedge Capital Management
North Carolina
$531K +$5.92K +18 +1%
78 79
80
81 82